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Chris is one of the industry’s very first operational due diligence professionals. After audit experience with both Deloitte and PwC, Chris began his due diligence career in 1997 with the Atlantic Philanthropies (a multi billion dollar foundation and early hedge fund investor). Chris then joined UBP (2001) and co-founded Amber Partners (2004).
Chris is an advocate for enhanced best practices across the asset management industry. In addition to his work at Castle Hall, he is a founding member of the Executive Committee of the Fund Governance Association. He also served for 6 years (2011-2016) as a member of the CFA Institute Capital Markets Policy Council, acting as Chair for a maximum three-year term.
Anne has more than 20 years of accounting, operational and due diligence experience, including 10 years at PwC Cayman, focusing on offshore corporate administration and structuring. Anne has extensive experience in corporate governance, compliance and anti money laundering best practices. Since joining Castle Hall in 2007, Anne has led a team of analysts conducting several hundred operational diligence reviews.
Geoff has over 20 years’ experience in financial services, having held several senior-level positions throughout the industry. Prior to joining Castle Hall, Geoff worked with two boutique investment management firms where he held management positions in portfolio analytics and operations, and was Senior Vice President at CITCO (Canada) Inc. He started his career in Toronto and spent eight years at FMC (now SS&C) as a Business Analyst and Product Manager for Portfolio Modeling, Trading, and Performance applications.
Geoff has a Bachelor of Business Administration with Computer Science degree from Acadia University. He holds the CFA (Chartered Financial Analyst) and CIPM (Certificate in Investment Performance Measurement) designations and is a member of the Atlantic Canada CFA society.
Echo is a senior technology executive with over 10 years of experience building and leading technology teams. In past roles, as a member of the executive committee, Echo spent many years running product development and other strategic initiatives. Additionally, Echo has completed her MBA and is a CFA (Chartered Financial Analyst) charterholder, giving her a unique perspective across technology and finance.
Echo is a Director at Castle Hall where she is able to leverage her R&D experience and financial services knowledge to drive Castle Hall’s product development roadmap.
Maryse Girard is a Director of Castle Hall and heads the firm’s ESG (environmental, social and governance) due diligence program. She is a long-standing advocate for responsible investing and holds the Responsible Investment Professional Certification.
Maryse previously assumed the role of Chief Operating Officer on inception of the firm, where, over the first ten years of Castle Hall’s business, she was responsible for establishing and growing the firm’s operational infrastructure across finance, human resources and compliance.
Max is a Director at Castle Hall. At Castle Hall, Max conducts operational due diligence reviews across a wide range of hedge fund, fund of funds, private equity and other alternative and traditional fund structures. Prior to joining Castle Hall, he spent three years with National Bank of Canada as an Operations Analyst within the Wealth Management Group.
Max sits on the AIMA (Alternative Investment Management Association) Québec Committee. He holds a BA in Business Administration from Université de Sherbrooke, and is CAIA (Chartered Alternative Investment Analyst) charterholder.
Angela is a Manager at Castle Hall. At Castle Hall, Angela is involved in the review process of the monitoring and verification products, overseeing the work of more than ten analysts. The review of OpsMonitor and OpsVerification covers more than 500 funds across a wide range of strategies and involves communicating with Managers from around the world. Additionally, she coordinates background checks with Exiger as well as reviewing the final product ahead of issuance.
Angela holds a Bachelor of Business Administration from the Gerald Schwartz School of Business at St. Francis Xavier University.
Christian began his alternative investment career with Man Investments with the Relative Value Team within the RMF subsidiary. During this time, he became primarily responsible for co-managing RMF’s commodities strategies and energy funds (combined $2.5 billion AUM), in addition to sourcing funds, and advising portfolio management on commodity strategies. At the same time, he was responsible for formulating and presenting market opinions.
Christian has been conducting onsite due diligence for over ten years and, having spent several years based in New York, has developed a profound knowledge of a wide range of alternative and traditional investment strategies, as well as their operational, legal, and strategy risks.
Lloyd is a Director at Castle Hall. At Castle Hall, Lloyd conducts operational due diligence reviews across a wide range of hedge fund, fund of funds, private equity and other alternative and traditional fund structures. Prior to joining Castle Hall, Lloyd was a Senior Investment Representative with Scotiabank’s discount brokerage division. Lloyd began his career as an Operations Specialist with Pivotal Payments, one of Canada’s largest independent merchant service providers.
Lloyd holds a BA in Economics from Concordia University in Montreal, has passed CFA Level I and has completed his Canadian Securities, Options licensing and Derivatives Fundamentals Courses through the Canadian Securities Institute.
Alex is Executive Consultant – Asia Pacific, supporting Castle Hall’s client relationships and diligence activities in Australia and the broader Asia Pacific region. Alex has 12 years’ experience in the hedge fund industry and prior to that worked in a leading London law firm. Alex established the operational due diligence program at Atlas Capital, a UK / Guernsey based fund of funds, in 2002, before moving to found Orchard Harbour, a leading specialist in Asia-Pacific hedge funds, in 2007. Alex joined the Select group in 2012, and thereafter assumed a variety of roles within OneVue, a publicly traded provider of administration and distribution solutions to the superannuation industry, upon OneVue’s acquisition of Select in 2014.
Alex is a qualified Solicitor and a Barrister in England & Wales having completed the Bar at the College of Law in London. Alex is also an executive committee member of AIMA’s Australian chapter.
